Knollwood Investment Advisory’s Moody's MCO Stock Holding History

Knollwood Investment Advisory’s Portfolio MCO Stock Details MCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.58M	Hold	3,497	–	–	0.14%	123
2026 Q1	$1.53M	Hold	3,497	–	–	0.15%	127
2025 Q4	$1.79M	Hold	3,497	–	–	0.17%	125
2025 Q3	$1.67M	Sell	3,497 -64	-2%	-$32.3K	0.15%	140
2025 Q2	$1.79M	Hold	3,561	–	–	0.17%	132
2025 Q1	$1.66M	Hold	3,561	–	–	0.18%	136
2024 Q4	$1.69M	Hold	3,561	–	–	0.18%	137
2024 Q3	$1.69M	Hold	3,561	–	–	0.18%	134
2024 Q2	$1.5M	Buy	3,561 +411	+13%	+$164K	0.17%	141
2024 Q1	$1.24M	Hold	3,150	–	–	0.22%	84
2023 Q4	$1.23M	Buy	+3,150	New	+$1.09M	0.26%	81

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Knollwood Investment Advisory's MCO Position: Q2 2026 in Review

Knollwood Investment Advisory held its Moody's (MCO) position steady in Q2 2026 at 3,497 shares worth $1.58M. The position accounts for 0.14% of the portfolio, ranked #123.

Knollwood Investment Advisory first reported a position in MCO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.79M in Q4 2025. 1,415 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Knollwood Investment Advisory held 3,497 shares of Moody's worth $1.58M as of Q2 2026.
Knollwood Investment Advisory left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.14% of Knollwood Investment Advisory's portfolio in Q2 2026, its #123 holding.
Knollwood Investment Advisory first reported a position in Moody's in Q4 2023 and has held it in 11 quarters since.
Knollwood Investment Advisory's Moody's position peaked at $1.79M in Q4 2025.
1,415 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.